Erik Helmstetter is a partner with Oder Investment Management, LLC. Erik’s responsibilities include portfolio management, investment plan construction and new client generation. He has been in the industry over 20 years and has previously worked at Merrill Lynch and Morgan Stanley. His experience is enhanced by his professional designations as a Certified Financial Planner, Chartered Retirement Plan Specialist and Chartered Retirement Planning Counselor. We talk about saving for the future at all ages, what to ask and what to know. Erik attended the University of California at Los Angeles and earned a Bachelor of Arts degree in History and Business Specialization.  While at UCLA he also played on the golf team.

Ver todos los episodios